You know Dogecoin (DOGE), the speculative crypto token with a fluffy dog mascot?
It’s now worth $32 billion.
That’s more than the world’s largest custodian, State Street… United Airlines or movie studio Warner Brothers.
DOGE’s run has been nothing short of spectacular. Over the past 10 years it’s surged 116,000%. Enough to turn a small $1,000 investment into $1.16 million.
Another crypto token called Hyperpigmentation (HYPER) has surged more than 10,000% since January. Many other “memecoins” with silly names are doubling and tripling.
I get it.
I like making money, but I hate memecoins. Most of these little cryptos with weird names are worthless. Many are outright scams. Avoid them.
What most people miss is this memecoin circus wasn’t an accident. It was engineered by regulators. They purposely created a twisted system where joke tokens flourished while real innovation froze.
The good news is crypto just broke free from its regulatory prison. We’re entering a new era where quality crypto businesses solving real problems can shine.
Now, these cryptos can appreciate 500% or more not because of gambling… but because they truly deserve it.
For the past four years, America’s crypto rules created the worst possible incentives.
Anyone could make a worthless token named after their pet hamster. But trying to build a platform that allows anyone to seamlessly send money across borders? That could land you in jail. The US Securities and Exchange Commission would hunt down and sue innovators who built something useful.
We lived in a bizarro world where the only projects regulators allowed were cryptos that obviously had no underlying value. It’s as if trading GameStop (GME) meme stocks was fine but investing in Amazon (AMZN) or Apple (AAPL) was illegal.
This wasn’t an accident. Their plan: create a circus atmosphere filled with joke coins. Then point at it and say, “See? Crypto is nothing but a giant casino. Let’s ban it.”
As we discussed recently, Congress passed a slate of pro-crypto bills, giving investors clear rules for the first time.
This marks the end of the memecoin casino… and the start of Wall Street’s march into crypto.
Regulatory clarity is the green light for Wall Street and the largest pools of money in the world to come marching into crypto.
And “serious” institutional investors aren’t buying dog coins. They’re hunting for great crypto businesses with solid fundamentals.
Yes, I promise you such a thing exists. We’ve been investing in quality cryptos in RiskHedge Venture since 2021 and our strategy helped us outperform both bitcoin and the S&P 500.
Bigger coins like bitcoin (BTC) and Ethereum (ETH) still receive most of Wall Street’s funds. And right now, Wall Street is pumped about crypto.
BlackRock’s BTC ETF (IBIT) is the most successful ETF launch in history, and it’s not even close. IBIT (orange line) hit $10 billion in assets under management in a record 34 days:
And did you know more money poured into the largest Ethereum ETF (ETHA) in the past month compared to the past year? Whoa.
But now that we finally got clear investing rules, expect money to start flowing into smaller coins.
A concentrated handful of quality crypto businesses will emerge from this transition period and likely outperform every other asset class for years to come. RiskHedge Venture members are already positioned in many of them.
The crypto bank’s revenues recently hit all-time highs as DeFi continues to thrive.
Aave is up 157% over the past year.
Or how about Ondo Finance (ONDO), which recently surpassed $1 billion in tokenized treasuries under management. Tokenized equities and bonds are the next wave of real-world asset adoption.
Ondo has surged 330% since it debuted in early 2024.
These projects represent the future: crypto solving real problems and capturing actual value.
Just three years ago, telling someone you worked in crypto was like admitting you sold fake Rolexes in a back alley. Banks closed accounts at the mere mention of blockchain. Serious investors dismissed the entire sector as “internet gambling with extra steps.”
The same Wall Street banks that once blacklisted crypto companies are now building entire divisions around them. Just last year, crypto entrepreneurs couldn’t even open a bank account. Seriously.
The upside for real crypto businesses will be even more explosive going forward.
We’re merely at the opening chapter of crypto businesses infiltrating the real economy. The coming 12–18 months will ruthlessly separate wheat from chaff in a way no previous cycle has managed. Only businesses generating real value will thrive.
The era of dog tokens and joke coins won't disappear. But the momentum is shifting toward substance over speculation.
Our RiskHedge Venture portfolio (gain access here) is packed with cryptos solving real problems.
It’s why we’ve outperformed the S&P 500, Nasdaq, and bitcoin since we launched Venture back in 2021.
Because over time, fundamentals matter most.
If you wish to learn more about Venture and invest alongside us, click here for a special discount.